Filed January 6, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,798 | $137,414+9.7% | $189,513-20.4% | $85,850+75.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.62% | 38.14%-24.5pp | 555.15%-541.5pp | 318.53%-304.9pp |
| Employer contribution / active EE | $6,259 | $4,344+44.1% | $6,162+1.6% | $2,565+144.0% |
| Participant deferral / active EE | $4,692 | $6,260-25.0% | $8,221-42.9% | $3,952+18.7% |
| Admin fee / account holder | $37,461 | $8,630+334.1% | $12,045+211.0% | $6,260+498.4% |